|
101
|
Bangor Savings Bank
Bangor,
Maine
|
$2.25M
|
-$75.8K
|
-1,004
|
-3%
|
|
|
102
|
Financial Insights
Tacoma,
Washington
|
$2.24M
|
-$326K
|
-4,314
|
-13%
|
|
|
103
|
Snowden Capital Advisors
New York
|
$2.22M
|
-$107K
|
-1,420
|
-5%
|
|
|
104
|
Equitable Holdings
New York
|
$2.2M
|
-$388K
|
-5,133
|
-15%
|
|
|
105
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$2.17M
|
+$232K
|
+3,075
|
+12%
|
|
|
106
|
SVB Wealth
Boston,
Massachusetts
|
$2.11M
|
+$592K
|
+7,833
|
+41%
|
|
|
107
|
WealthSource Partners
San Luis Obispo,
California
|
$2.09M
|
-$247K
|
-3,271
|
-11%
|
|
|
108
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.08M
|
+$2.01M
|
+26,623
|
New
|
|
|
109
|
Childress Capital Advisors
Houston,
Texas
|
$2.07M
|
-$168K
|
-2,219
|
-8%
|
|
|
110
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.06M
|
–
|
–
|
–
|
|
|
111
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.05M
|
+$205K
|
+2,710
|
+11%
|
|
|
112
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$2.05M
|
-$419K
|
-5,551
|
-17%
|
|
|
113
|
Erste Asset Management
Vienna,
Austria
|
$2.02M
|
+$1.99M
|
+26,351
|
New
|
|
|
114
|
DOHJ LLC
Seattle,
Washington
|
$2M
|
-$105K
|
-1,390
|
-5%
|
|
|
115
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
$1.93M
|
–
|
–
|
–
|
|
|
116
|
Allworth Financial
Folsom,
California
|
$1.9M
|
+$159K
|
+2,105
|
+9%
|
|
|
117
|
Hilltop Holdings
Dallas,
Texas
|
$1.84M
|
-$306K
|
-4,047
|
-15%
|
|
|
118
|
Avantax Advisory Services
Dallas,
Texas
|
$1.83M
|
-$564K
|
-7,463
|
-24%
|
|
|
119
|
CX Institutional
Auburn,
Indiana
|
$1.82M
|
–
|
–
|
–
|
|
|
120
|
Institute for Wealth Management
Denver,
Colorado
|
$1.74M
|
+$18K
|
+238
|
+1%
|
|
|
121
|
Main Management
San Francisco,
California
|
$1.73M
|
-$188K
|
-2,493
|
-10%
|
|
|
122
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.69M
|
+$436K
|
+5,768
|
+36%
|
|
|
123
|
Vicus Capital
State College,
Pennsylvania
|
$1.68M
|
+$6.35K
|
+84
|
+0.4%
|
|
|
124
|
Spire Wealth Management
Mclean,
Virginia
|
$1.66M
|
+$1.46M
|
+19,266
|
+928%
|
|
|
125
|
AssetMark Inc
Concord,
California
|
$1.65M
|
-$1.5M
|
-19,909
|
-49%
|
|
